2022 Year-End Bulletin: Early December Tax Update & Changes to Key Deadlines for Ascensus

2022 Year-End Bulletin: Early December Tax Update & Changes to Key Deadlines for Ascensus

Important Changes to Deadlines for Ascensus   As of December 2nd, Ascensus has updated their deadlines for the year-end tasks detailed below.  These new deadlines for are also reflected in the Year-End Processing Guides. The Ascensus deadlines for submitting 1099-R and 1099-SA files, as well as Fair Market Value (FMV) are now scheduled for Tuesday,… Read more »

Dec 5, 2022

2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!

2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!

Don’t Miss the Deadline!  Tax Form Handling Instructions are Due November 14th   Make sure to complete your Tax Form Handling Instructions (Tool #916) before November 14!  And don’t forget to keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »

Nov 11, 2022

2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!

2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!

Don’t Miss the Deadline!  Tax Form Handling Instructions are Due November 14th   Make sure to complete your Tax Form Handling Instructions (Tool #916) before November 14!  And don’t forget to keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »

Nov 7, 2022

2022 Year-End Bulletin: Tax Form Handling Instructions Due 11/14

2022 Year-End Bulletin: Tax Form Handling Instructions Due 11/14

Tax Form Handling Instructions Due November 14th Year-end is certainly a busy time; make it a successful start by completing your Tax Form Handling Instructions (Tool #916) before November 14, and keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »

Nov 1, 2022

2022 Year-End Bulletin: Early Season Updates and Change to Guide Delivery

2022 Year-End Bulletin: Early Season Updates and Change to Guide Delivery

Welcome to your 2022 Year-End Processing Bulletins! These emails will serve as periodic reminders of tasks, deadlines, and updates on any changes to the published processing schedule or timeline of events. Historically, a printed paper copy of a year-end processing guide is delivered to your credit union each year in late October/early November. While these… Read more »

Aug 26, 2022